Beyond-Bot.ai + Forcemanager

ForceManager is a mobile-first CRM designed to enhance sales team productivity by providing real-time insights and streamlined management of customer interactions.

What You Can Do with this Integration

Automate Data Entry

Automatically sync new contacts or deals from Beyond-Bot.ai to Forcemanager.

Enrich Customer Profiles

Use Beyond-Bot.ai to find and add new information to your records in Forcemanager.

Trigger Workflows

Start automated workflows in Forcemanager based on conversations with your virtual expert.

Available Actions

Here are the specific actions your virtual expert can perform within Forcemanager.

Delete Activity

Delete an existing activity by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.

Delete Company

Tool to delete a company by its ForceManager ID. Use when you need to remove an existing company from the system.

Delete Contact

Delete an existing contact by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.

Delete Sales Order

Delete a sales order by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is non-JSON, capturing response text.

Delete Sales Order Line

Delete a sales order line by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is HTML instead of JSON, capturing the response text as a message.

Delete Master Data Value

Delete a master-data value (Z_ table) by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is HTML instead of JSON, capturing the response text as a message. Also retries sending authentication headers as query parameters on HTTP 401 as some gateways expect them in query string.

Delete View

Delete a saved view by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.

Get Activity

Tool to get a single activity by ID. Use when you need to fetch a specific activity. Returns empty entity with found=False on non-JSON HTML or if not found.

Get Company

Tool to get a single company by ID. Returns the object when JSON is available; otherwise returns an empty payload with found=False to gracefully handle non-JSON HTML responses from app.forcemanager.net.

Get Internal Id

Tool to retrieve ForceManager internal IDs mapping for a given externalId and entity type. This action calls the documented endpoint /api/internalid with required authentication headers and optional pagination/version headers. It tries multiple base hosts to avoid HTML app shell responses and gracefully handles non-JSON responses and error codes by returning empty results instead of failing the execution.

Get Product

Tool to get a single product by ID. It tries multiple known ForceManager endpoints and gracefully handles cases where the response is non-JSON by returning an empty payload with found=False. Fallback: if all direct endpoints fail, it will try listing products and filter locally.

Get Sales Order Line

Tool to get a single sales order line by ID. Use when you need to fetch details of a specific sales order line.

Get User

Tool to get a single user by ID. Use when you need to retrieve user details by ID. Returns empty entity with found=False when user not found or non-JSON is returned.

Get View

Tool to get a single view by ID. Returns a list with zero or one view object.

List Views

Tool to list saved view filters. Use when you need to retrieve saved views for a specific entity (e.g., list views for entity 'account').

Update Activity

Tool to update an existing activity by ID. Use when you need to change fields such as comment, date/time, linked entities, or geocode.

Update Company

Update Product

Tool to update a product by ID in ForceManager. Use when modifying product details.

Update Sales Order

Update Sales Order Line

Tool to update sales order line by ID. Use when modifying details of an existing sales order line. Retries with query auth on 401 for proxy-pro host.